Strategy One

Edit Existing Users and Groups

Administrators can edit existing users and groups.

  • Users
  • Groups

Edit an Existing User

  1. Open the Workstation window with the Navigation pane in smart mode.
  2. In the Navigation pane, click Users and Groups.
  3. Select an Environment from the upper-left drop-down.
  4. In the left pane, click All Users.

  5. Right-click a user and choose Edit to access:

    New users are automatically added to the Everyone user group. To add a user to additional groups, search by group name and select the groups.

    Apply different roles for each project in an environment. Select one or more roles from the drop-down list.

    Select the checkbox next to the privilege(s) you want to assign to the user.

    Enable or disable standard authentication and provide authentication details.

    See Configure User Authentication for more information.

    See Manage Security Filters to assign security filters.

    See User Group Governing Settings for more information.

  6. Click Save.

Edit an Existing User Group

  1. Open the Workstation window with the Navigation pane in smart mode.
  2. In the Navigation pane, click Users and Groups.
  3. Select an Environment from the upper-left drop-down.
  4. Click User Groups.

  5. Right-click the user group and select Edit to access:

    Add a group name and description.

    Manage users in the group and the parent user groups.

    Apply different roles for each project in an environment. Select one or more roles from the drop-down list.

    Select the checkbox next to the privilege(s) you want to assign to the user group.

    Define the group authentication.

    See Configure Group Authentication for more information.

    6. Add security filters to a user group to restrict access to data.

    See Manage Security Filters to assign security filters.

  6. Click Save.